Landmark Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $491K | Buy |
14,591
+112
| +0.8% | +$3.77K | 0.18% | 55 |
|
|
2023
Q3 | $396K | Sell |
14,479
-710
| -5% | -$19.4K | 0.16% | 62 |
|
|
2023
Q2 | $436K | Sell |
15,189
-89
| -0.6% | -$2.55K | 0.18% | 62 |
|
|
2023
Q1 | $437K | Sell |
15,278
-2,400
| -14% | -$68.6K | 0.19% | 60 |
|
|
2022
Q4 | $586K | Sell |
17,678
-650
| -4% | -$21.5K | 0.27% | 49 |
|
|
2022
Q3 | $554K | Buy |
18,328
+201
| +1% | +$6.08K | 0.29% | 46 |
|
|
2022
Q2 | $564K | Buy |
18,127
+77
| +0.4% | +$2.4K | 0.28% | 49 |
|
|
2022
Q1 | $673K | Buy |
18,050
+1,361
| +8% | +$50.7K | 0.32% | 44 |
|
|
2021
Q4 | $743K | Buy |
16,689
+1,394
| +9% | +$62.1K | 0.33% | 39 |
|
|
2021
Q3 | $592K | Sell |
15,295
-183
| -1% | -$7.08K | 0.32% | 37 |
|
|
2021
Q2 | $638K | Buy |
15,478
+183
| +1% | +$7.54K | 0.31% | 40 |
|
|
2021
Q1 | $592K | Sell |
15,295
-1,395
| -8% | -$54K | 0.32% | 37 |
|
|
2020
Q4 | $552K | Buy |
16,690
+1,696
| +11% | +$56.1K | 0.31% | 40 |
|
|
2020
Q3 | $369K | Sell |
14,994
-627
| -4% | -$15.4K | 0.23% | 48 |
|
|
2020
Q2 | $370K | Buy |
15,621
+92
| +0.6% | +$2.18K | 0.24% | 48 |
|
|
2020
Q1 | $369K | Buy |
15,529
+1,200
| +8% | +$28.5K | 0.25% | 44 |
|
|
2019
Q4 | $489K | Sell |
14,329
-693
| -5% | -$23.7K | 0.28% | 39 |
|
|
2019
Q3 | $438K | Hold |
15,022
| – | – | 0.27% | 36 |
|
|
2019
Q2 | $435K | Sell |
15,022
-314
| -2% | -$9.09K | 0.27% | 36 |
|
|
2019
Q1 | $423K | Buy |
15,336
+1,027
| +7% | +$28.3K | 0.28% | 38 |
|
|
2018
Q4 | $352K | Sell |
14,309
-567
| -4% | -$13.9K | 0.23% | 41 |
|
|
2018
Q3 | $438K | Buy |
14,876
+3,649
| +33% | +$107K | 0.26% | 39 |
|
|
2018
Q2 | $316K | Buy |
11,227
+29
| +0.3% | +$816 | 0.2% | 45 |
|
|
2018
Q1 | $336K | Buy |
11,198
+28
| +0.3% | +$840 | 0.21% | 43 |
|
|
2017
Q4 | $329K | Buy |
11,170
+32
| +0.3% | +$943 | 0.21% | 42 |
|
|
2017
Q3 | $282K | Buy |
11,138
+21
| +0.2% | +$532 | 0.19% | 45 |
|
|
2017
Q2 | $269K | Buy |
11,117
+22
| +0.2% | +$532 | 0.19% | 45 |
|
|
2017
Q1 | $262K | Sell |
11,095
-290
| -3% | -$6.85K | 0.19% | 43 |
|
|
2016
Q4 | $252K | Sell |
11,385
-1,200
| -10% | -$26.6K | 0.2% | 45 |
|
|
2016
Q3 | $197K | Sell |
12,585
-1,665
| -12% | -$26.1K | 0.17% | 51 |
|
|
2016
Q2 | $189K | Sell |
14,250
-772
| -5% | -$10.2K | 0.18% | 49 |
|
|
2016
Q1 | $203K | Buy |
15,022
+2,566
| +21% | +$34.7K | 0.21% | 47 |
|
|
2015
Q4 | $209K | Buy |
12,456
+19
| +0.2% | +$319 | 0.22% | 45 |
|
|
2015
Q3 | $193K | Buy |
12,437
+22
| +0.2% | +$341 | 0.21% | 43 |
|
|
2015
Q2 | $211K | Buy |
12,415
+18
| +0.1% | +$306 | 0.22% | 41 |
|
|
2015
Q1 | $191K | Sell |
12,397
-749
| -6% | -$11.5K | 0.2% | 50 |
|
|
2014
Q4 | $243K | Buy |
+13,146
| New | +$243K | 0.25% | 46 |
|